Sales Dashboard

The Sales (aka Prospects) Dashboard allows you to review sales data for all types of sales at once, or for a specific type. There's a filter at the top left of the dashboard to control this.

The Pipeline Forecast and Sales Funnel are tools for tracking sales which are still open (have an "Unassigned" or "Active" standing).

Pipeline Forecast

This graph indicates sales revenue expectations for the next 5 months. Each column represents a combined value for sales due in that month. Hover to see the value, or click-through to see the matching sales records!

The pipeline value for each sale is calculated by it's original value multiplied by it's progress.

For example, if you 1 sale due in June, with a value of $5000, and it had progressed to 40% then that column would total $2000. Of course, it is likely you will have several sales due in that month, so the progress value for each sale is summed to give the final figure for each column.

If a sale has no due date set it will be in the 'No due' column, or if it was due last month, in the 'Overdue' column.

The Pipeline value is the sum of the column values (which are scaled by their progress), whilst the Total Value is simply summing the value of every sale in the pipeline.

Sales Funnel

This graphic gives quick insight into your sales cycle, helping you detect problem areas - such as a high number of sales that are lagging in the 60-79% segment. You can click through on a segment to view matching sales records.

The start of the funnel is the wider blue selection which displays all of the sales that have only progressed up to 19%. Note that the progress for a sale is changed by selecting a new status progression for that sale.

The monetary value against each segment is a sum of the progress value (explained earlier) for all sales in that progress range. It is normal for the top segment to have a lower value even though there are many sales - this is because their values are multiplied by something less than 20%, resulting in a lower total value for that segment of the funnel.

Performance

This section of the Dashboard is helpful for also reviewing sales updates over a certain period. You can track the number of records which have become won, lost (including cancelled or abandoned) and opened per manager.

Note that a user may have several Sales "Open" for that period, but the number that were opened (created) may be less.

You can review performance by staff, by company or by the types of sales you are using.

The performance table allows you to analzye sales over a period. For example, you can filter by Staff and Last Month to see how many sales were updated via the status progressions to be "Won", "Lost" or "Opened" for your sales staff in that period, as well as their value. The centre column showing a percentage indicates their success rate.

Note that the staff results are now ordered by the highest "Won" value, then highest "Open" value.

Pie Chart performance

The "Won Sales" option for the pie chart illustrates which sales staff have performed best in terms of the value of the sales they won in that time period. It is simply graphing the figures shown in the "Won" column of the performance table.

Similarly, the "Open Sales" option will reveal which staff have the highest value of sales currently open/active.